Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
HFG
4701
Heron Financial Group
New York
$165M +$20.1M +14% 145
BC
4702
Breakline Capital
New York
$165M +$42.4M +35% 48
IOOF
4703
Independent Order of Foresters
Ontario, Canada
$165M -$5.49M -3% 14
TWM
4704
TLW Wealth Management
Florida
$165M +$9.71M +6% 20
IC
4705
Innealta Capital
Texas
$165M -$5.09M -3% 51
AU
4706
Algebris (UK)
United Kingdom
$164M +$4.81M +3% 34
HFA
4707
HC Financial Advisors
California
$164M +$8.04M +5% 380
HWA
4708
Hillcrest Wealth Advisors
New Jersey
$164M +$14.6M +10% 55
ACM
4709
Alethea Capital Management
Washington
$164M -$35.5M -18% 102
EWM
4710
Elmwood Wealth Management
California
$164M 320
SIM
4711
SummerHaven Investment Management
Connecticut
$164M +$34.5M +27% 200
SSW
4712
Smith Shellnut Wilson
Mississippi
$164M -$3.94M -2% 164
WFC
4713
Western Financial Corp
California
$164M +$11.6M +8% 97
TI
4714
Truehand Inc
New Hampshire
$164M +$11.5M +8% 215
PFA
4715
Plotkin Financial Advisors
Maryland
$163M +$12.1M +8% 89
CAIMH
4716
Central Asset Investments & Management Holdings
Hong Kong
$163M -$100M -38% 74
IGYL
4717
I.G.Y. Ltd
United Kingdom
$163M -$6.24M -4% 3
RI
4718
Ridgewood Investments
New Jersey
$163M +$36.4M +29% 220
NEPPG
4719
New England Professional Planning Group
Rhode Island
$163M +$21.1M +15% 54
TPW
4720
TL Private Wealth
Texas
$163M +$4.92M +3% 51
MFG
4721
Monte Financial Group
Connecticut
$163M +$16M +11% 65
ACM
4722
Ayrshire Capital Management
Connecticut
$163M +$8.29M +5% 57
CCIA
4723
Campbell & Co Investment Adviser
Maryland
$163M -$993K -0.6% 663
AM
4724
Atwater Malick
Pennsylvania
$163M +$3.73M +2% 49
WCG
4725
Weaver Consulting Group
California
$163M +$2.45M +2% 150